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's your take? >> i think those numbers are actually not that bad considering it's been a tough environment. on the bottom line, two cents better shows that the company's actually operating a little better. the issue, really, is related to the stock, which is underperformed so far. it's down 6% last year. down 6% again this year. operationally, they are doing a better job. they also boosted their dividend. when we talk to investors, there seems to be a buyer strike at the moment. investors are concerned about networking and whether that entire market can become monetized and cisco's margins will be decreased. i think what's more important are the details of whether cisco can convince investors that the company can compete in an environment which is becoming increasingly software centric. >> now, you know that gross margins have slid over the past few years. what would signal a reversal in that trend? >> that's a good point. at its peak, gross margins were about 70%. last quarter, they were about 62%. i think more software, better products, and better engineersiengineering of a lot of these
, eventually, the emphasis is on eventually in this ticktock environment. not tomorrow but eventually. maybe a little bit tomorrow. let me just say that we're now going through a process. it's a process that's not unlike what happened last year when we faced the debt ceiling fiasco. everything's based on washington, isn't it? we fell 19% peak to trough before avoiding that catastrophe in the knick of time. and during that decline it didn't matter what you bought. you initially lost money regardless. it turned out to be, though, and this is the operative term for me, not just fiscal cliff, no pain no gain. it was a no pain no gain scenario. i think it's going to be this way this time around scenario too. no pain no gain. today we found ourselves in the thick of the you're going to lose money even on the best of stocks moment. i'm not going to deny it. when you have cisco report a magnificent quarter of tremendous guidance and you hardly get a gain, when you see a stock like home depot headed below where it was when it reported stellar results yesterday you have to accept that earnings alone c
environment will remain unfavorable. in addition, the committee believes that the effective supply capacity of the economy is likely to continue to grow slowly over the forecast period. in october, cpi inflation picked up to 2.7%, partly as a result of higher university tuition fees. the committee's best collective judgment of the outlook for cpi inflation is summarized in chart 3 on page 8 of the report and is based on the same assumptions about monetary policy as chart 1. inflation is likely to remain above target for the first part of the forecast period and is higher than in august reflecting recent outturns and the announcement of large increases in household energy prices. further declines in inflation not being checked by price increases in sectors where market influences are weak. the rising student tuition fees alone added over not .3 percentage points to yesterday's inflation figure and do pestic gas and electricity prices are raising faster than wholesale energy prices. such factors are pushing inflation -- >> the point mervyn king is making there that part of the reason inflatio
's hard to imagine enterprises switching to that type of environment. >> that's my point exactly. i think may blew it on the enterprise side. >> they may be able to get leverage with consumers and get buzz going. i don't think it's going to be earth shattering. i don't think it's a bad product either. >> damned if you do, damned if you don't. if it was geared toward enterprised they would say they're not going to stack up to apple in any way, shape or form. >> put a product out people wanted to buy, it wouldn't matter. >> the biggest issue is the apps. people buy the consumer side for the apps. the app store, they didn't have it. they didn't have anything that was even close to being competitive with apple. >> right. let's move on. we got to hit cisco. rising in the after-hour session. better than expected earnings. mary thompson has the details. >> we have guidance from cisco on the current quarter. it expects earnings between 47, 48 cents a share which would put it in line with estimates. expecting revenue growth of 3.5% to 5.5% in the boundary of estimates of about 4.5%. of course, the
" cramer gave you ideas for keeping your portfolio airborne in this environment. what sky high advice is he about to give right now? jim's mad dash is coming up next and romney for president policy adviser lanhee chen. take a look at futures as we start into the open bouncing off three month lows. "squawk on the street" continues right after this. i always wait until the last minute. can i still ship a gift in time for christmas? yeah, sure you can. great. where's your gift? uh... whew. [ male announcer ] break from the holiday stress. ship fedex express by december 22nd for christmas delivery. >> jim and his mad dash talking. this week is a watershed week for nat gas in general. >> cold in new york. 28 degrees. that often can burn off the inventory. clean energy fuels had them on last night. why focus on this? they have a clear growth path to build out stations. lloyd blankfein said in his editorial that key thing for growth in our country is energy. abundant energy. i thought we should look at clean energy that would benefit. markwest, this is a company that has a price above where they d
at this stage. there's a little bit of a risk on type environment at the moment. and the ten year bund yield moving a little higher. the same goes for spain, built oig and yield, as well. we were looking at the euro just bouncing a little bit against the dollar. you're heading into this morning's session, we're holding on to those gains, 127 and a bit. the dollar yen coming off by just a tad. president obama meeting with myanmar's president and opposition leader. obama saying his six hour stopover should be seen as a sign of support for myanmar's attempts at democratic reforms rather than endorsement of the country's government. meanwhile his three day trip is also aimed at reinforcing america's ties with the region. analysts say it's something china is watching very closely. deidre has more. >> the obama's administration to choose southeast asia as the president's first foreign trip since winning re-election was greeted by some with surprise. after all, there are far bigger economies in asia that warrant his attention. the strategic importance of southeast asia in the region is in full focu
in this environment. carl, back to you. >> wednesday is the day when they name the new partners at goldman, i believe. >> that's right. >> people waiting for the call. >> people close to or a source close to goldman sachs says it will be the smallest class in over a decade. probably less than 70 will be named partners at goldman sachs this year. back to you. >> thank you so much. mary thompson at headquarters. a big mover in drilling and natural gas space. >> weatherford this morning off 12% at 3.5 year low. the company warning that fourth quarter is going to come in for earnings below consensus on that number. and they also said that they still have not been able to resolve what they call material weakness in internal controls over financial reporting. they actually didn't break out their third quarter numbers. stock getting hit hard on a day when energy is already to the downside. >> motor trend magazine naming tesla's sedan the car of the year. will the model live up to the hype? we'll find out when tesla ceo elon musk joins us. >> just seven short weeks left to hopefully do a deal on the fiscal c
they come. so i think tjt works really well in this environment, as i've called it before. it is the discount retailer that doesn't make you feel miserable for shopping there. so i agree -- >> how about this notion, josh, and let's respect the technicals, and the work that enis does. if jcpenney is due for a technical pop, why not buy it as the stock sinks? >> because it's not due for a technical pop. it hasn't happened yet. >> you're crazy. >> what you're saying is it's very stretched out to the downside and oversold. that's fine, but that can remain for a while. if you're a short-term day trader, sure, why not. but if you're looking at that as an investment, i don't see why it's worth risking to make a 5% one-day pop. >> i'll say this. i'll say this, scott. everyone here is bearish except me. so maybe that gives you a bit of a -- >> that's all right. that's what makes a market. next on half, facebook continues to lose friends. how you should be trading that stock ahead of millions of shares flooding the market tomorrow. plus, stocks rallying a bit today, but so are bonds
it is not a major league stock. it is the wrong stock for this environment. >> susan. >> how do you feel about exel? >> i like exel. and by the way, another one of -- another one of our specs, dbax, nice move today. remember, i am in favor of speculation as long as it's only one small piece of your portfolio. and that is the conclusion of and that is the conclusion of the lightning round. but whetr he's climbing everest, >>> everybody is freaking about about washington. the fiscal cliff is a man made problem that congress and the president created. if they would stop squabbling with each other they could solve this thing with the stroke of a pen. i'm not trying to minimize the scale of the problem. it could send our economy back into a recession. i'm going to keep going. people are saying why is this stock and that stock down. it is always the same. it is because the fiscal cliff. it is killing stocks. but you know what? some of the stocks that would be the worst hit, the defense contractors, are telling a different story. as a big part of the cliff, they are telling a different story. i'm talking
. natural gas, fracking, and the environment. each week keep it here where wall street meets main street. have a great week, everybody. see you next weekend.
should be positioning your portfolio in this environment of uncertainty. he manages more than $14 billion for westfield capital. and will, i know you've got interesting thoughts about what's working right now and what people should be doing. which is great, we hear from a lot of people who freeze up at this point, keep things in cash. but you're looking specifically at stocks that might benefit from things like an improvement in the housing industry, which is something we heard yesterday from home depot. >> yeah, exactly. i think the one big difference with the debt ceiling negotiation, for example, the republicans had an incentive to make the current administration look bad because they're trying to win an election, right? well, now with the election over, i think there's an incentive for them not to obstruct. and so i do think something will get done. it'll most likely be a minor deal to buy some time and maybe we get a major deal in 2013. but at the end of the day, i think there'll be some fiscal drag in the first half of '13. rather than sitting cash where you get zero, what can you d
such as protection of the environment as well as narrowing the gap between rich and poor. but as i said, these are very carefully worded. especially this year. no one wants to say something that is too aggressive or too reformist. because of course there is a pretty powerful group that are against pro market reforms. there are some that benefit, some leaders especially that benefit from the status quo like the officials of state owned enterprises which enjoy some advantages in the form of easier access to loan and less competition. >> if i could ask whether it really matters if the way that we read the tea leaves if it's the reformers or the conservatives here who have more influence in terms of this transition. what he he's the latest view one impact it will have? >> tons of speculation ahead of the roll out on thursday. it's likely going to be a mix of both some reformerses and some conservatives, but you're right in the sense it may not matter in the short term, but long term it will have an impact because some analysts say that the hu jintao administration on the way out did not do
back really. i'm just focused on trying to figure out what to do in this environment like i would be in any which brings us to the stock market. already sending a message to washington perhaps about the necessity of a deal on the fiscal cliff. six out of the last seven sessions have been negative. down more than 5% on fears about it but you've been bringing up the market action similarity to a certain extent to 20 plus years ago. a year ago let's not forget we were starting to deal with europe. it did not end until we got ltro, long-term refinancing operations from ecb that said we're going to -- it's not going to go bankrupt today. that's when we were watching italy above 7%. today those ten-year yields up 4.5, 4.6. >> talk about how italy has come. the economy is better than other countries. northern part of italy is increasing industrial production. that's impressive. they never gave up. italian banks some are happy with no problems funding. the reason i go back which is of the analogy why i go back that far. that's a tuesday, wednesday thing in europe. you focus on when ecb me
the $17 level. john chambers has executed in a very tough environment. >> next a it is hip to be square. the payment company announced on twitter it has hit $10 billion in processed payments before starbucks starts using square. starbucks will add 6 billion more a year so you can use square to buy your tea vana tea. >> we can't trade square because it is not public. to us veri phone. we have been short. pay anywhere. tons of them. >> celebrity trades. >> first go long channing tatum. i have been accumulating tatum calls for a long time. it is one of my best investments. take profits on the beebe. justin bieber pulled over by police driving a ferrari. he broke up with his girlfriend so expect volatility in the near term. you can never go wrong investing in one californian. kevin bacon all stories lead to him. we discover the six degrees through kevin bacon. the two biggest stories this week. general petraeus links to kevin bacon leads to her starring role in the closer which leads to john mcaffee. >> he claims to be a new yorker. we want to take credit for kevin bacon here. >> do we? >>
energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. >>> hard rock international is teaming up with yoko ono. and why hunger for the imagine there's no hunger campaign. horn $4.5 would million has been raised during the past five years and the president and ce off of the hard rock cafe has been very involved in this. tell us a little bit it. >> thanks for having me. this is a ram we've beprogram w running for many years. there are a billion people beneath poverty and hunger level in the world. and the program really is a program that enjoins why hunger, yoko ono and ourselves and we encourage our staff and our customers to basically provide funding around this holiday season so that we can divert the -- >> so if i eat at a cafe or one of your
that trade the bank stocks right now say low interest rate environment and no growth or low growth environmentment in 2013. reason they are not particularly optimistic. today these stocks are bouncing back. carl, they have been beaten up badly in the last couple of months. >> thanks, bob. bob pisani. send it back to head quarters and kayla. she has the market flash. >> watching diamond food. the stock tlaubled for the last year a half. down another 11% today on a downgrade from jefferies. jefferies saying there is a -- 33% more downside for this company to go. last week it restated earnings for the last two years. wipe out about $56 million in profit. they had problem was their accounting and with the payme payments. >> meantime, tensions rising in the middle east. senior official close to binyamin netanyahu is ready for ground invasion in the gaza strip but prefers diplomatic solution to that conflict. >> reporter: hello there. in fact, it is nighttime in g . gaza. the attention is shifting south of where we are. focusing more on cairo, egypt. that's where intense negotiations ar
Search Results 0 to 16 of about 17 (some duplicates have been removed)